MarketWise
MKTW
43 hedge funds and large institutions have $13.8M invested in MarketWise in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 25 closing their positions.
143% more capital invested
Capital invested by funds: $5.68M → $13.8M (+$8.1M)
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
7.86% more ownership
Funds ownership: 25.5% → 33.36% (+7.9%)
28% less funds holding
Funds holding: 60 → 43 (-17)
68% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$2.79M |
| 2 |
PM
Phraction Management
Colchester,
Connecticut
|
+$1.51M |
| 3 |
Barclays
London,
United Kingdom
|
+$1.3M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$176K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$145K |
| 2 |
MIM
MTM Investment Management
Spartanburg,
South Carolina
|
-$142K |
| 3 |
WN
Williams & Novak
Westlake Village,
California
|
-$139K |
| 4 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$98K |
| 5 |
Bank of New York Mellon
New York
|
-$60.6K |
MKTW Hedge Fund Activity: Q2 2025 in Review
43 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q2 2025, worth a combined $13.8M — up 143% from $5.68M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of MKTW and 8 opened new positions — a net loss of 17 holders — while 10 trimmed existing stakes and 21 added.
The largest buyer was Formidable Asset Management, adding an estimated $2.79M. The largest seller was BlackRock, cutting an estimated $145K.
- 43 institutional investors held MarketWise (MKTW) as of Q2 2025, down from 60 in Q1 2025.
- Funds reported $13.8M of MarketWise stock for Q2 2025, up 143% quarter-over-quarter.
- 8 funds opened new MarketWise positions in Q2 2025 and 25 closed out, a net change of -17 holders.
- The largest MarketWise buyer in Q2 2025 was Formidable Asset Management, an estimated $2.79M added.
- The largest MarketWise seller in Q2 2025 was BlackRock, an estimated $145K sold.
Based on aggregated 13F filings for Q2 2025.